Dalal Street, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $423M in reported equity holdings across 3 positions. The largest holdings are HCC (39.9%), RIG (32.0%), AMR (28.1%). The portfolio is concentrated in Other (100.0%). Data sourced from SEC EDGAR 13F filings (CIK 1549575).